Performance
Trailing returns
| Period | Return | Category | Rank |
|---|---|---|---|
| ytd | 0.041 | 0 | — |
| 1 month | 0.003 | 0 | — |
| 3 months | 0.012 | 0 | — |
| 1 year | 0.056 | 0 | — |
| 3 years | 0.066 | 0 | — |
| 5 years | 0.035 | 0 | — |
| 10 years | 0.026 | 0 | — |
Annual total returns
| Year | Return | Category |
|---|---|---|
| 2025 | — | — |
| 2024 | 0.095 | — |
| 2023 | 0.054 | — |
| 2022 | -0.064 | — |
| 2021 | 0.033 | — |
| 2020 | -0.015 | — |
| 2019 | 0.041 | — |
| 2018 | -0.002 | — |
| 2017 | 0.043 | — |
| 2016 | 0.039 | — |
| 2015 | 0.013 | — |
Quarterly total returns
| Year | Q1 | Q2 | Q3 | Q4 |
|---|---|---|---|---|
| 2025 | 0.013 | 0.015 | 0.012 | — |
| 2024 | 0.032 | 0.014 | 0.031 | 0.015 |
| 2023 | 0.020 | -0.004 | 0.016 | 0.021 |
| 2022 | -0.017 | -0.053 | -0.002 | 0.007 |
| 2021 | 0.015 | 0.010 | 0.007 | 0.000 |
| 2020 | -0.124 | 0.074 | 0.027 | 0.020 |
| 2019 | 0.019 | 0.010 | 0.006 | 0.006 |
| 2018 | 0.002 | 0.002 | 0.003 | -0.008 |
| 2017 | 0.020 | 0.010 | 0.011 | 0.002 |
| 2016 | -0.008 | 0.011 | 0.022 | 0.013 |
| 2015 | 0.014 | 0.005 | -0.012 | 0.006 |
Load adjusted returns
| Year | Return |
|---|---|
| 1 year | 0.056 |
| 3 years | 0.066 |
| 5 years | 0.035 |
| 10 years | 0.026 |